Who sponsors the Villa Marin Homeowners Association Profit Sharing 401(K) Plan?

Villa Marin Homeowners Association Profit Sharing 401(K) Plan is reported as sponsored by Villa Marin Homeowners Association (EIN 68-0040871, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Villa Marin Homeowners Association Profit Sharing 401(K) Plan?

The latest Form 5500 filing year loaded for Villa Marin Homeowners Association Profit Sharing 401(K) Plan is 2023.

How many participants does Villa Marin Homeowners Association Profit Sharing 401(K) Plan report?

Villa Marin Homeowners Association Profit Sharing 401(K) Plan reports 166 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Villa Marin Homeowners Association Profit Sharing 401(K) Plan?

Villa Marin Homeowners Association Profit Sharing 401(K) Plan reports $7,599,042 in end-of-year plan assets in its latest loaded Form 5500 filing.

Villa Marin Homeowners Association Profit Sharing 401(K) Plan — Form 5500 plan (Villa Marin Homeowners Association)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Villa Marin Homeowners Association Profit Sharing 401(K) Plan is a benefit plan reported by Villa Marin Homeowners Association under EIN 68-0040871 and plan number 002. The latest loaded filing year is 2023. The filing reports 166 participants and $7,599,042 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.6MPlan net assets, end of year$7,599,042

Participants166Covered participants reported

Assets / participant$45.8KComputed: assets ÷ participants$45,777 (computed)

Provider compensationNone reported1 Schedule C provider row(s)

Plan sponsor: Villa Marin Homeowners Association
EIN: 68-0040871
Plan number: 002
Plan type: 2
Location: San Rafael, CA
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
166 participants · 2Sch HSch C
View filing →

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.6M total assets

Net assets$7.6MLiabilities$0

Money in vs. money out

Total income / additions$1.7M

Total expenses$962.3K

Benefits paid / distributions$960.7K

Contributions

EmployerNot reported

Participant$637.2K

Full reported line items

Net assets

Total assets (EOY): $7,599,042
Total liabilities (EOY): $0
Net assets (EOY): $7,599,042
Net assets (BOY): $6,894,310

Income & contributions

Participant contributions: $637,221
Total contributions: $647,204
Total income / additions: $1,667,051

Expenses & distributions

Benefits paid: $960,659
Administrative expenses: $1,660
Total expenses: $962,319
Net increase / (decrease): $704,732

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets13%Computed ratio

Benefits paid ÷ total income58%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

1
Minnesota Life Insurance Company-$1.7K
NONE · Direct -$1.7K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Villa Marin Homeowners Association Profit Sharing 401(K) Plan?: Villa Marin Homeowners Association Profit Sharing 401(K) Plan is reported as sponsored by Villa Marin Homeowners Association (EIN 68-0040871, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Villa Marin Homeowners Association Profit Sharing 401(K) Plan?: The latest Form 5500 filing year loaded for Villa Marin Homeowners Association Profit Sharing 401(K) Plan is 2023.
How many participants does Villa Marin Homeowners Association Profit Sharing 401(K) Plan report?: Villa Marin Homeowners Association Profit Sharing 401(K) Plan reports 166 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Villa Marin Homeowners Association Profit Sharing 401(K) Plan?: Villa Marin Homeowners Association Profit Sharing 401(K) Plan reports $7,599,042 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.